Wealth Advisor: Client-Focused Financial Planning

PNC; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Benefits

401(k) Matching

Paid Holidays

Pension Plan

Job summary

PNC Wealth Management is seeking a Financial Advisor to manage and grow an advisory book across multiple locations, including Pittsburgh. You will provide comprehensive investment and insurance guidance, craft financial plans, and deliver an outstanding client experience rooted in trust and service excellence.

The role emphasizes collaboration with branch teams, ongoing education, and proactive referral generation. FINRA licenses and Life/Health insurance are required.

Qualifications

• Bachelor's degree required; 2+ years of relevant professional experience.
• FINRA Series 7 and 66 (or 63,65) licenses required.
• Life and Health Insurance licenses required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business through client relationships.
• Acquire, expand and maintain client relationships via business development and networking.
• Coach and educate branch staff and internal partners to identify investment opportunities and drive referrals.

Skills

Client Prospecting

Client Relationships

Credit Risk

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

Job description

PNC Wealth Management is seeking a Financial Advisor to manage and grow an advisory book across multiple locations, including Pittsburgh. You will provide comprehensive investment and insurance guidance, craft financial plans, and deliver an outstanding client experience rooted in trust and service excellence.

The role emphasizes collaboration with branch teams, ongoing education, and proactive referral generation. FINRA licenses and Life/Health insurance are required.